Karpinski Financial, LLC

Karpinski Financial, LLC (CRD# 153085) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $18,000,000 in 150 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
8020 East Gelding Drive, Suite 106, Scottsdale, AZ 85260
http://www.karpinskifinancial.com
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $120,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, WI

Financial Advisors at Karpinski Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joel Karpinski, financial advisor Scottsdale AZ
Joel L. Karpinski
CRD#: 4455779
8020 East Gelding Drive, Suite 106, Scottsdale, AZ 85260
83
Wealthminder
score

Joel Karpinski (CRD# 4455779) is an Investment Advisor Representative working at Karpinski Financial, LLC in Scottsdale, AZ and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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